Method Community

RuggedNotebooks - thanks so much for helping. pdirect - RuggedNotebooks is bang on.  The only thing I'll add is that you need to make sure that the User is assigned an Employee/Vendor. Do do this, go to Customize > Users, edit the user, and make sure that in Step1 there is an employee or vendor chosen for this user, and ...

I greatly appreciate the efforts you guys have gone through to address these particular issues. My testing and fiddling would indicate everything looks to be back 98% normal. One quick question, though:  Is it by design that the LineTotal field can't be manually overridden in estimates?  See below.  When we run the ...

Go into the customer grid options in the Edit screen and add the following to the default filter (or create  new one for yourself)

Heather - Thanks for the detailed explanation.  Also, thanks for appreciating Method - it makes all our hard work worthwhile when we hear forum posts like that :). I updated our dev team ticket, to make sure we include an option for city, state.  Just for your reference, the ticket number we are watching is #1750 (in case ...

Paul Thanks for the reponse and I agree that properly is better than a quick fix.

 Hi William, Could you kindly provide me (through my email) with your direct email address, company account name, and also enable the MethodSuppoort user under customize -> users. This will give us the opportunity to go in and have a look. Regards, Denis

That would be a possible quick way of doing it.  But here's my thoughts: 1. We can't guarantee the sync engine will be open - so users depending on the daily task will find it undependable. 2. There's an authentication problem - since we need to create a security token in order to open a screen. Right now there is no ...

This is the followup inmail thread.   Chris Glad you figured out the opportunity issue. Posting a link is really simple. Anywhere you have a field that is set to display the html editor (like the comments on the activities screen) you can paste in a link. Hope this helps Mark Also, I hope you ...

Here's a question from one of the linkedin groups.   Client Portals Is there a file sharing option for the client portal? I would like to upload tax returns and supporting documentation to a secure portal for clients to view, print, etc.

Paul There's that API word again but I've got a thought that might make this an easy feature to add.  Suppose there was an action set that was tied to the sync engine.  Something like that must happen to generate the QB reports.